Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CELSIUS HLDGS INC (CELH)

632 + Investors. Track Smart Money conviction in CELH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — CELH

Based on 582 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CELH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
582 hedge funds hold CELH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+149 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 52% buying

351 buying322 selling
Last quarter: 351 funds bought or added vs 322 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~123 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 120 → 138 → 127 → 123. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 29% medium ■ 27% new
256 out of 582 hedge funds have held CELH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -24%

Value
-23%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~123 new funds/quarter

81 → 120 → 138 → 127 → 123 new funds/Q
New funds entering each quarter: 120 → 138 → 127 → 123. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 18% 1-2yr ■ 30% new
Of 632 current holders: 330 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
46 of 582 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CELH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CELH

How many hedge funds hold CELH — quarterly history vs. share price
Quarterly hedge fund ownership of CELH vs. share price

Market Analysis: CELH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CELH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 6 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: CELH
2026 Q1 Stats Unlock in 11 days 632 + Investors

Track Smart Money conviction in CELH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 632 650 -2.77%
13F Shares 193M 202M -4.15%
Total Value $8.82B $11.55B -23.65%
New Positions 125 129 -4
Increased Positions 288 278 +10
Closed Positions 139 73 +66
Reduced Positions 275 309 -34
Total Calls 29 35 -17.14%
Total Puts 26 32 -18.75%
PUT/CALL Ratio 0.9 0.91 Neutral

Statistics: CELH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

632 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CELH. Verified SEC 13F-HR filings.

Top 25 institutional holders of CELH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BAYPOINTE PARTNERS LLC 7.30% 150,000 $5.3M
2 Sullivan Wood Capital Management LLC 5.10% 82,115 $2.9M
3 Savoir Faire Capital Management, L.P. 2.47% 115,248 $4.1M
4 Kercheville Advisors, LLC 2.01% 176,710 $6.3M
5 Future Fund LLC 1.03% 82,833 $2.9M
6 GPM Growth Investors, Inc. 0.96% 64,334 $2.3M
7 STABLEFORD CAPITAL II LLC 0.88% 66,990 $2.4M
8 Cypress Capital Management LLC (WY) 0.82% 25,036 $888K
9 BRAUN STACEY ASSOCIATES INC 0.76% 643,465 $22.8M
10 BENNETT SELBY INVESTMENTS LP 0.71% 56,604 $2.0M
11 SHAKER INVESTMENTS LLC/OH 0.65% 40,325 $1.4M
12 OUTFITTERS FINANCIAL LLC 0.64% 23,170 $822K
13 Hestia Capital Management, LLC 0.63% 19,900 $706K
14 SWS Partners 0.54% 62,000 $2.2M
15 Freemont Management S.A. 0.49% 90,500 $3.2M
16 Fairvoy Private Wealth, LLC 0.48% 56,157 $2.0M
17 M & L Capital Management Ltd 0.47% 53,400 $1.9M
18 Elevate Capital Advisors, LLC 0.45% 19,534 $693K
19 GRANITE ISLANDS PRIVATE WEALTH, LLC 0.42% 13,114 $459K
20 AMICA MUTUAL INSURANCE CO 0.42% 138,554 $5K
21 UNICOM Systems, Inc. 0.40% 110,000 $3.9M
22 TriaGen Wealth Management LLC 0.39% 40,700 $1.4M
23 Fire Capital Management LLC 0.37% 22,312 $792K
24 Unify Financial Advisors 0.36% 7,639 $349K
25 BARD ASSOCIATES INC 0.35% 38,800 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CELSIUS HLDGS INC (CELH)

What does the Smart Money Trend signal show for CELH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CELH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CELH?

Slight buying edge — 52% buying: Last quarter: 351 funds bought or added vs 322 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CELH holders?

Elite ownership — 46% AUM from top-100 funds: 46 of 582 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in CELH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held CELH?

44% of holders stayed for 2+ years: 256 out of 582 hedge funds have held CELH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.